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GENERATIVE INVESTMENT PARTNERS LP

GREENWICH, CT · CRD 312473 · IAPD ↗ · generativeinvest.com · (203) 554-8000

$293.9MRegulatory AUM
3Advisory reps
4Employees
2Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — GENERATIVE INVESTMENT PARTNERS LP reported RAUM up 93% ($152.4M -> $293.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — GENERATIVE INVESTMENT PARTNERS LP now reports custody of client assets ($249.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.